2017 SAP SE or an SAP affiliate company. All rights reserved. Get Started with TripIt Pro and My Travel Network

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1 Get Started with TripIt Pro and My Travel Network

2 Table of Contents 3 Getting Started 3 Section 1: Enroll in My Travel Network and Add Your Reward Accounts 5 Section 2: Connecting TripIt Pro and Concur 7 Section 3: Maximizing TripIt Pro for Both Business and Leisure Travel 2 / 9

3 Getting Started You will learn how to connect TripIt to Concur, enroll in My Travel Network and manage both your business and leisure travel with TripIt. TripIt Pro allows you to stay one step ahead when you travel, while My Travel Network connects all your frequent traveler accounts to Concur, making it easier for you to complete your expense reports. You have access to this for free a benefit of your company. Please follow each section thoroughly. Complete steps in the order they appear for a successful set-up. Section 1: Enroll in My Travel Network and Add Your Reward Accounts Enrolling in My Travel Network connects your reward accounts to your Concur profile, allowing your travel reservations to be available in both Concur and TripIt. Expenses generated from these connected accounts flow into Concur, leaving you with one less receipt to keep track of. You will only need to enroll once Log in to Concur at udel.edu/concur. Next, click on Profile, then Profile Settings. Click on Personal Information, scroll down to the Addresses section and verify your addresses. *Verifying your addresses helps travel confirmation s and receipt images to be recognized, which are necessary for future steps. 3 / 9

4 4 Next, scroll down to the Frequent-Traveler Programs section. Add or update any reward program numbers you have with airlines, hotels or rental car companies. Then click I Agree to enroll in My Travel Network. Note: You will receive an confirming your connection to your reward account program when the connection between the reward account program and Concur is live. (Connections may happen at a later date.) See Frequently Asked Questions for more information. 4 / 9

5 Section 2: Connecting TripIt Pro and Concur TripIt Pro organizes all of your travel plans in one place, creating a master itinerary for each of your trips. Download the app to access travel plans anytime, anywhere and enjoy real-time flight alerts, gate change notifications, and more. Since your company uses Concur, TripIt will add business trips to Concur so it s easier to submit expense reports. You will only need to enroll once. 1 Log in to Concur at udel.edu/concur and click on App Center in the top menu. 2a Once in the App Center, find the TripIt listing and click on it. 2a 2b When you re ready, click Connect to connect your TripIt account to Concur. 3 A pop-up will appear to activate your complimentary TripIt Pro subscription. You can either sign up for a TripIt account or sign in to an existing TripIt account. 2b Make sure the address you use for your TripIt account is an you have veri ied within your Concur pro ile as stated in section 1, step 3. If you re creating a TripIt account for the first time, you ll receive an from TripIt asking you to verify your new account. Please verify your account per the instructions. 3 4 Now that your Concur account is connected to your TripIt account, you are ready to download the app on your phone. Search for TripIt in the App Store or Google Play store. 5 / 9

6 5 Once downloaded, log in to the TripIt app using the same and password you used in step 3. Now, when you forward your travel confirmation s to you can see your existing bookings from Concur in the TripIt app. This is because you connected your TripIt account with your Concur account in step 3. 6 Every time you take a trip, simply forward your travel confirmation s to plans@tripit.com and TripIt will instantly create a master itinerary for each of your trips. For more information, view this PDF. 6 / 9

7 Section 3: Maximizing TripIt Pro for Business and Leisure Travel 1 TripIt Pro is an easy way to organize all of your business and leisure travel plans. As soon as your itinerary is created in TripIt, you have the ability to mark a trip as business or personal in the app. When Concur sync is enabled, this helps to make expensing your business trips quick and easy. 2 1 From a desktop web browser, go to Sign in with your TripIt account information from section 2, step 3. 2 Once in the App Center, find the TripIt listing and click on it. When you re ready, click Connect to connect your TripIt account to Concur. 3 Confirm the addresses currently in your TripIt settings and add additional addresses you may forward travel confirmation s from, including your work . When you are done, click Save. 3 4 An from TripIt will been sent to the address you have just added. When you receive the from TripIt, open it and click Confirm in order to have this address verified within your TripIt account. 4 *Verifying your addresses helps travel confirmation s and receipt images to be recognized, which are necessary for future steps. 7 / 9

8 5 If you connected your TripIt account with Concur in section 2, business travel reservations made in Concur will be available in TripIt as well. Watch this video to learn how to manage both business and leisure travel with the TripIt app. 6 Go back to your profile on TripIt.com, click on Home in the menu. Discover other features in the menu bar now available to you with your complimentary TripIt Pro subscription such as Point Tracker, Seat Tracker, Travel Alerts, etc. 7 If you d like, TripIt can also add travel plans from your personal (including Gmail, Outlook.com or Yahoo! Mail) so that all of your travel plans are always organized in one place. To do this: Make sure these personal addresses are verified as stated in step 4. Log in to and click on Home in the menu. Scroll down to Automatically Forward Plans and enter the personal addresses that you will be making any travel plans with. *Note: to prevent your personal trips from being added to Concur, you can simply change your trip settings. 8 / 9

9 You are Now Finished! For further questions or concerns, please contact your Concur administrator. Additional Resources: Traveler Benefits website 9 / 9

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